To insert a bundle from Clause Library into a template

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work and click Clause Library. It displays the list of all clauses. 
  3. Click Bundles. It displays the list of all clause bundles.
  4. Use the Search bundles box to search for a bundle by keyword. Click the Search icon () to display a list of bundles. 
  5. From the list of bundles, click the More options icon () next to the bundle name that you want to insert in the template.
  6. In your template document, place the cursor at the point of insertion and click Insert.

You see a success message on successfully inserting a clause bundle. When you insert a bundle, a place holder for clause bundle is added in your template. The clause bundle place holder is marked by a content control boundary in your template. When you generate an agreement document using the template, the clause bundle place holder is replaced by clauses related to bundle and sub clauses related to the clause configurations in the document. 

The bundles added to the templates and the clauses and sub clauses related to the bundle are marked as smart by default.  For more information, see Making Clauses and Clause Bundles Smart in a Template. 

To delete a clause bundle

Select the clause bundle text in the template and press Delete key on your keyboard. The selected clause bundle text is deleted from the template.

Behavior and Recommendation

  • When you modify a clause bundle in Conga CLM (Contracts for Salesforce) org after inserting the clause bundle in a template, the modified clause bundle is not updated in the template. The latest clause bundle is added to the agreement document when you generate the document. For more information about generating an agreement document, refer to CLM User Guide.